Protegro, Inc.

Overview

Protegro, Inc. is a small, independent registered investment adviser that combines advisory services with insurance brokerage. The firm targets individual and family clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its compensation model includes a percentage of assets under management, hourly fees and commissions, reflecting a mix of fee‑based and transactional revenue. Investment activity centers on publicly traded equities and exchange‑traded instruments as the primary allocation, supported by a willingness to use external managers for non‑traditional exposures. Protegro, Inc. is identified as a capital allocator—meaning it places client capital with third‑party alternative managers when appropriate—but it does not flag itself as an ESG investor. The firm operates as a single‑office, individually owned corporation and is not structured as a multi‑state adviser or pension consultant.

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Public Holdings

Investments & Alternatives

Location & Offices